Settings

How to set your company-wide settings. Can't find an answer? Click the chat in the bottom right.

36 articles
Kelly Johnson avatarChrista Moody avatarPaul Dexter avatar+2
Written by Kelly Johnson, Christa Moody, Paul Dexter and 2 others

Labor Pricing Programs

Create customized sets of labor rates that you can apply to certain projects or clients.
Christa Moody avatar
Written by Christa Moody. Updated over a week ago

Create Office Locations

How to create multiple office locations within your company.
Kelly Johnson avatar
Written by Kelly Johnson. Updated over a week ago

How to Set a Shipping Method

Setting up default shipping methods for purchasing
Christa Moody avatar
Written by Christa Moody. Updated over a week ago

Office Level Pricing Programs and Factors

This article will discuss enhanced functionality for Office locations within your Company
Kelly Johnson avatar
Written by Kelly Johnson. Updated over a week ago

Labor Presets

Use labor preset tool to quickly add labor to item in your projects
Brandon Clough avatar
Written by Brandon Clough. Updated over a week ago

Setting Up Purchasing/Selling Currencies

How to set your company's default purchasing and selling currencies
Christa Moody avatar
Written by Christa Moody. Updated over a week ago

Adjusting Email Notifications

How to opt in/out of email notifications
Christa Moody avatar
Written by Christa Moody. Updated over a week ago

How to Set Default Labor Units

Set which labor units open by default when editing line items
Christa Moody avatar
Written by Christa Moody. Updated over a week ago

Creating Service Packages

How to set up and edit service packages
Christa Moody avatar
Written by Christa Moody. Updated over a week ago

Factors: Hours per Day of Labor

How to create a factor to add specific labor-type hours per days a labor category.
Brandon Clough avatar
Written by Brandon Clough. Updated over a week ago

How to Set your Currency

Setting your Main Company Currency
Christa Moody avatar
Written by Christa Moody. Updated over a week ago